Set Up Search Options

Use your Search user options to select the data fields Edge will use to search for patient folders and other records. You may change the settings at any time without affecting any other workstation. Note that your security rights must include full access to the User Options Editor setting in the Practice Administration security group for this feature to work for you.

How to Get Here

• File, Home, or Scheduler Ribbon Bar - User Options > Search.

   

  Select User Options from a ribbon bar.

  

  Choose the Search options.

  

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• You can also open Search Options from the Fast Find window.

   

  

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Setup

• Show images option - You can enable the Show Image option to include a photo of the patient in the list of matching patient records. You may want to disable the option to speed up the search, unless it helps you correctly identify certain patients.

   

  

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• Include search fields with results - Enable this option to include the data from each field you have enabled as searchable (described below) in the patient results window. Note that if you include responsible party search fields, the patient may be listed multiple times in the results window. If this field is disabled, the results window will include basic patient information, such as the patient ID, patient name, nickname, status, assigned orthodontist and office.

   

  Enable / disable option:

  

  Example of results without search fields included:

  

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• Last name / first name delimiter - Choose whether to use a period or a comma between names when you are searching for a patient with all or a portion of the last name / first name.

   

  Choose delimiter:

  

  Example of search text using delimiter:

  

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• Highlight search text within results - Enable this option to highlight the text you searched in the results window.

   

  Enable / disable option:

  

  Example of highlighted search results:

  

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• Exact match when searching primary ID - Enable this option to require your search text to exactly match the entire ID when you are searching for a patient by the primary identification code. If you often search by primary id code, this option can help you identify the patient and open the appropriate patient folder more quickly.

   

  Enable / disable option:

  

  Example of disabled matching option (if matching were enabled, the patient folder for AS19 would open automatically).

  

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• Patient search fields - Select which patient folder fields to use as search criteria: Any other data is ignored. Note that the more search fields you enable, the slower the search can become. If you are having difficulty locating a patient, you can enable additional search fields as needed.

   

  

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• Patient status filter - Enable the Status Filter option, then select the patient statuses to include in your searches: Patients in any other status will be ignored. This feature is particularly useful for speeding up the search process when you have a large database of patients with a status such as Dismissed.

  You can use the Toggle All button to select / deselect all status descriptions.

   

  

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• Default settings - Click Default to reset all options and search fields to the default Edge settings.

• Save your settings - Click Ok to save any changes to your user options and exit the window.

Notice!

• User Settings / Assign Options Tool - The settings you choose here are specific to you; Other operators that log into Edge with a different username and password may have different settings. However, you can use the Assign Options tool to copy your settings to other operators (and vice-versa) if needed. (See "Assign Your Settings to Other Users" for details.)

• Patient Set Up
  • Alert Editor
  • Appliance & Destination Editor
  • Contact Category Editor
  • Custom Response Editor
  • Dentist & Other Professional Editor
  • Employer Editor
  • History Category Editor
  • Other Referrers Editor
  • Patient Code Generation Protocol
  • Professional Types Editor
  • School Editor
  • Search Options
  • Status Editor
  • User Defined Field Editor
  • Zip Code Editor

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